Mark Sheptoff Financial Planning’s NiSource NI Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio NI Stock Details NI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$262K	Buy
2025 Q2	$232K	Buy
2025 Q1	$220K	Buy
2024 Q4	$199K	Hold
2024 Q3	$187K	Buy